Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on May 13, 2025 Q1 2025

Compass Financial Group, Inc/Sd

  • VDC
  • VOO
  • VGT
  • SCHB
  • VIS
  • VTI
  • VIG
Compass Financial Group, Inc/Sd's Q1 2025 Portfolio
Portfolio Value 529 Billion
Stocks 93
Filing on May 13, 2025 Q1 2025

Makena Capital Management LLC

  • VOO
  • IEFA
  • IEMG
  • MSFT
  • AMZN
  • GE
  • XLV
Makena Capital Management LLC's Q1 2025 Portfolio
Portfolio Value 910 Million
Stocks 25
Filing on May 13, 2025 Q1 2025

Starr Indemnity & Liability CO

  • GLD
  • IEFA
  • MDY
  • VB
  • BCSF
Starr Indemnity & Liability CO's Q1 2025 Portfolio
Portfolio Value 206 Billion
Stocks 5
Filing on May 13, 2025 Q1 2025

Spreng Capital Management, Inc.

  • IVV
  • SCHG
  • VUG
  • SCHD
  • VIG
  • VYM
  • USMV
Spreng Capital Management, Inc.'s Q1 2025 Portfolio
Portfolio Value 219 Million
Stocks 75
Filing on May 13, 2025 Q1 2025

Freestone Capital Holdings, LLC

  • IVV
  • MSFT
  • NVDA
  • VEA
  • AAPL
  • SPY
  • AMZN
Freestone Capital Holdings, LLC's Q1 2025 Portfolio
Portfolio Value 2.66 Billion
Stocks 446
Filing on May 13, 2025 Q1 2025

Fcg Investment CO

  • AAPL
  • MSFT
  • NVDA
  • AMZN
  • GOOGL
  • META
  • JPM
Fcg Investment CO's Q1 2025 Portfolio
Portfolio Value 159 Billion
Stocks 83
Filing on May 13, 2025 Q1 2025

C V Starr & CO Inc

  • GLD
  • IEFA
  • MDY
  • VB
C V Starr & CO Inc's Q1 2025 Portfolio
Portfolio Value 128 Million
Stocks 5
Filing on May 13, 2025 Q1 2025

Slotnik Capital, LLC

  • FYBR
  • K
  • PLYA
  • HES
  • HEES
  • CHX
  • LBRDK
Slotnik Capital, LLC's Q1 2025 Portfolio
Portfolio Value 207 Billion
Stocks 23
Filing on May 13, 2025 Q1 2025

Aldebaran Capital, LLC

  • BRK-B
  • OXY
  • MSFT
  • LLY
  • BAC
  • IWS
  • SU
Aldebaran Capital, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 41
Filing on May 13, 2025 Q1 2025

New Leaf Venture Partners, L.L.C.

  • EWTX
  • ARVN
  • CRNX
  • RLYB
  • COGT
  • RCKT
  • PASG
New Leaf Venture Partners, L.L.C.'s Q1 2025 Portfolio
Portfolio Value 44.5 Million
Stocks 9
Filing on May 13, 2025 Q1 2025

Tyler Stone Wealth Management

  • NVDA
  • AAPL
  • DGRW
  • IVV
  • PH
  • PLTR
  • JAVA
Tyler Stone Wealth Management's Q1 2025 Portfolio
Portfolio Value 523 Million
Stocks 318
Filing on May 13, 2025 Q1 2025

Affinity Investment Advisors, LLC

  • MSFT
  • JPM
  • AAPL
  • XOM
  • META
  • BAC
  • UNH
Affinity Investment Advisors, LLC's Q1 2025 Portfolio
Portfolio Value 122 Million
Stocks 140
Filing on May 13, 2025 Q1 2025

Tfj Management, LLC

  • APP
  • CPNG
  • KAR
  • ACVA
  • CCCS
  • HGV
  • ABNB
Tfj Management, LLC's Q1 2025 Portfolio
Portfolio Value 106 Billion
Stocks 14
Filing on May 13, 2025 Q1 2025

Rmr Capital Management, LLC

  • BRK-B
  • SGOV
  • TSLX
  • RSP
  • BRK-A
  • COST
  • PFF
Rmr Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 141 Billion
Stocks 79
Filing on May 13, 2025 Q1 2025

Galileo (Ptc) LTD

  • DDL
Galileo (Ptc) LTD's Q1 2025 Portfolio
Portfolio Value 65.3 Billion
Stocks 2
Filing on May 13, 2025 Q1 2025

Mwg Management Ltd.

  • BEAM
  • LYEL
  • PRME
Mwg Management Ltd.'s Q1 2025 Portfolio
Portfolio Value 58.7 Million
Stocks 3
Filing on May 13, 2025 Q1 2025

Orland Properties LTD

  • XPEV
  • PDD
  • RLX
  • NU
  • LYEL
  • JD
Orland Properties LTD's Q1 2025 Portfolio
Portfolio Value 82.9 Billion
Stocks 7
Filing on May 13, 2025 Q1 2025

Bowie Capital Management, LLC

  • GOOGL
  • MSFT
  • UNH
  • META
  • AMZN
  • FICO
  • CPRT
Bowie Capital Management, LLC's Q1 2025 Portfolio
Portfolio Value 2.07 Billion
Stocks 37