Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Aspire Growth Partners LLC

  • VOO
  • AAPL
  • VOOV
  • MSFT
  • QQQM
  • CGUS
  • CGDV
Aspire Growth Partners LLC's Q2 2025 Portfolio
Portfolio Value 122 Billion
Stocks 114
Filing on Aug 13, 2025 Q2 2025

Evolutionary Tree Capital Management, LLC

  • MSFT
  • AMZN
  • NOW
  • CYBR
  • NFLX
  • MELI
  • PRCT
Evolutionary Tree Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 91.7 Million
Stocks 27
Filing on Aug 13, 2025 Q2 2025

Delta Accumulation, LLC

  • JPM
  • JPM
  • COST
  • COST
  • COST
  • CAH
  • CAH
Delta Accumulation, LLC's Q2 2025 Portfolio
Portfolio Value 1.18 Billion
Stocks 199
Filing on Aug 13, 2025 Q2 2025

Icapital Wealth LLC

  • NVDA
  • MSFT
  • CRWD
  • MOAT
  • TDIV
  • AMZN
  • GOOG
Icapital Wealth LLC's Q2 2025 Portfolio
Portfolio Value 166 Million
Stocks 110
Filing on Aug 13, 2025 Q2 2025

Kuhn & CO Investment Counsel

  • FNDF
  • CGGR
  • NVDA
  • VUG
  • VTV
  • AAPL
  • WFC
Kuhn & CO Investment Counsel's Q2 2025 Portfolio
Portfolio Value 132 Billion
Stocks 132
Filing on Aug 13, 2025 Q2 2025

Legacy Capital Wealth Partners, LLC

  • WMT
  • SPY
  • JBHT
  • GPS
  • TSLA
  • RDVY
  • IVV
Legacy Capital Wealth Partners, LLC's Q2 2025 Portfolio
Portfolio Value 445 Million
Stocks 366
Filing on Aug 13, 2025 Q2 2025

Francois Rochon

Giverny Capital Inc.
  • BRK-B
  • META
  • AME
  • SCHW
  • V
  • PGR
  • BKNG
Francois Rochon's Q2 2025 Portfolio
Portfolio Value 2.63 Billion
Stocks 55
Filing on Aug 13, 2025 Q2 2025

Wealthquest Corp

  • VV
  • VONG
  • IEFA
  • BALT
  • SPTM
  • IJH
  • AFG
Wealthquest Corp's Q2 2025 Portfolio
Portfolio Value 1.04 Billion
Stocks 137
Filing on Aug 13, 2025 Q2 2025

Williamson Legacy Group, LLC

  • PLTR
  • SPOT
  • HOOD
  • AMZN
  • EBAY
  • NRG
  • AVGO
Williamson Legacy Group, LLC's Q2 2025 Portfolio
Portfolio Value 119 Billion
Stocks 104
Filing on Aug 13, 2025 Q2 2025

Step Stone Group LP

  • PATH
  • DKNG
  • TRDA
  • PHAT
  • HLVX
  • PAY
  • PDD
Step Stone Group LP's Q2 2025 Portfolio
Portfolio Value 39.9 Million
Stocks 14
Filing on Aug 13, 2025 Q2 2025

West Family Investments, Inc.

  • IAU
  • NVDA
  • MSFT
  • AAPL
  • SCHP
  • TLT
  • AMZN
West Family Investments, Inc.'s Q2 2025 Portfolio
Portfolio Value 393 Million
Stocks 368
Filing on Aug 13, 2025 Q2 2025

New York State Common Retirement Fund

  • MSFT
  • NVDA
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
New York State Common Retirement Fund's Q2 2025 Portfolio
Portfolio Value 75.2 Billion
Stocks 3197
Filing on Aug 13, 2025 Q2 2025

Finepoint Capital LP

  • SPY
  • IWM
Finepoint Capital LP's Q2 2025 Portfolio
Portfolio Value 851 Million
Stocks 10
Filing on Aug 13, 2025 Q2 2025

Independent Family Office, LLC

  • SPY
  • IAU
  • PTC
  • IWD
  • TOST
  • VOO
  • GLD
Independent Family Office, LLC's Q2 2025 Portfolio
Portfolio Value 211 Million
Stocks 77
Filing on Aug 13, 2025 Q2 2025

Good Haven Capital Management, LLC

  • BRK-B
  • JEF
  • GOOG
  • BAC
  • BLDR
  • KKR
  • PGR
Good Haven Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 243 Million
Stocks 26
Filing on Aug 13, 2025 Q2 2025

Mount Capital LTD

  • SCHW
  • LBRDK
  • WFC
  • NOMD
  • KMX
  • CCK
  • ALV
Mount Capital LTD's Q2 2025 Portfolio
Portfolio Value 310 Million
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Edgewood Management LLC

  • NVDA
  • NFLX
  • ASML
  • V
  • INTU
  • AVGO
  • LLY
Edgewood Management LLC's Q2 2025 Portfolio
Portfolio Value 31.4 Billion
Stocks 83
Filing on Aug 13, 2025 Q2 2025

Gator Capital Management, LLC

  • HOOD
  • FCNCA
  • SLM
  • AX
  • VRTS
  • UMBF
  • CUBI
Gator Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 316 Million
Stocks 73