Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Rinkey Investments

  • TFLO
  • SPDW
  • SPTM
  • VEA
  • VTV
  • CMF
  • BNDX
Rinkey Investments's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 100
Filing on Aug 13, 2025 Q2 2025

Schroder Investment Management Group

  • MSFT
  • NVDA
  • GOOGL
  • META
  • AAPL
  • AMZN
  • AVGO
Schroder Investment Management Group's Q2 2025 Portfolio
Portfolio Value 112 Billion
Stocks 3070
Filing on Aug 13, 2025 Q2 2025

Advent Capital Management

  • SPY
  • CSCO
  • HOOD
  • META
  • AMGN
  • AVGO
  • IBM
Advent Capital Management 's Q2 2025 Portfolio
Portfolio Value 195 Million
Stocks 237
Filing on Aug 13, 2025 Q2 2025

Colonial Trust CO / Sc

  • AAPL
  • MSFT
  • IVV
  • JPM
  • LLY
  • AMZN
  • NVDA
Colonial Trust CO / Sc's Q2 2025 Portfolio
Portfolio Value 672 Million
Stocks 1092
Filing on Aug 13, 2025 Q2 2025

De Burlo Group Inc

  • MSFT
  • META
  • NFLX
  • AMZN
  • AVGO
  • NVDA
  • ASML
De Burlo Group Inc's Q2 2025 Portfolio
Portfolio Value 750 Million
Stocks 80
Filing on Aug 13, 2025 Q2 2025

West Chester Capital Advisors, Inc

  • VOO
  • IEF
  • IEI
  • VGSH
  • VGLT
  • IGSB
  • QQQ
West Chester Capital Advisors, Inc's Q2 2025 Portfolio
Portfolio Value 199 Million
Stocks 106
Filing on Aug 13, 2025 Q2 2025

Mackenzie Financial Corp

  • RY
  • MSFT
  • TD
  • SPY
  • AAPL
  • NVDA
  • AMZN
Mackenzie Financial Corp's Q2 2025 Portfolio
Portfolio Value 71.6 Billion
Stocks 1699
Filing on Aug 13, 2025 Q2 2025

Yakira Capital Management, Inc.

  • CRF
  • DNB
  • K
  • CLM
  • SPY
  • SPY
  • FFNW
Yakira Capital Management, Inc.'s Q2 2025 Portfolio
Portfolio Value 232 Million
Stocks 194
Filing on Aug 13, 2025 Q2 2025

Generation Capital Management LLC

  • TBIL
  • TFLO
  • JAAA
  • VOO
  • AAPL
  • MSFT
  • GOOG
Generation Capital Management LLC's Q2 2025 Portfolio
Portfolio Value 126 Billion
Stocks 76
Filing on Aug 13, 2025 Q2 2025

Dana Investment Advisors, Inc.

  • MSFT
  • AAPL
  • NVDA
  • AMZN
  • META
  • GOOGL
  • AVGO
Dana Investment Advisors, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.96 Billion
Stocks 537
Filing on Aug 13, 2025 Q2 2025

Foresight Group LTD Liability Partnership

  • ADSK
  • TRMB
  • XYL
  • ECL
  • MSA
  • STE
  • AZN
Foresight Group LTD Liability Partnership's Q2 2025 Portfolio
Portfolio Value 705 Billion
Stocks 60
Filing on Aug 13, 2025 Q2 2025

Fairtree Asset Management (Pty) LTD

  • KKS.F
  • MSFT
  • GOOG
  • GOVT
  • JD
  • BABA
  • AMZN
Fairtree Asset Management (Pty) LTD's Q2 2025 Portfolio
Portfolio Value 133 Billion
Stocks 93
Filing on Aug 13, 2025 Q2 2025

Virtus Investment Advisers, Inc.

  • ORCL
  • OCCI
  • VST
  • RCL
  • INCY
  • CEG
  • NVDA
Virtus Investment Advisers, Inc.'s Q2 2025 Portfolio
Portfolio Value 286 Million
Stocks 439
Filing on Aug 13, 2025 Q2 2025

Santa Monica Partners LP

  • MA
  • BCPC
  • BR
  • GRMN
  • BELFB
  • BRK-A
  • BELFA
Santa Monica Partners LP's Q2 2025 Portfolio
Portfolio Value 172 Million
Stocks 13
Filing on Aug 13, 2025 Q2 2025

Portland Investment Counsel Inc.

  • BRK-B
  • MGA
  • TD
  • CI
  • BNS
  • ELV
  • ARES
Portland Investment Counsel Inc.'s Q2 2025 Portfolio
Portfolio Value 244 Million
Stocks 48
Filing on Aug 13, 2025 Q2 2025

Skandinaviska Enskilda Banken Ab (Publ)

  • MSFT
  • NVDA
  • AMZN
  • AAPL
  • META
  • AVGO
  • GOOGL
Skandinaviska Enskilda Banken Ab (Publ)'s Q2 2025 Portfolio
Portfolio Value 22.4 Billion
Stocks 930
Filing on Aug 13, 2025 Q2 2025

Loomis Sayles & CO L P

  • NVDA
  • META
  • NFLX
  • AMZN
  • TSLA
  • ORCL
  • V
Loomis Sayles & CO L P's Q2 2025 Portfolio
Portfolio Value 77.3 Billion
Stocks 1145
Filing on Aug 13, 2025 Q2 2025

Teca Partners, LP

  • GWRE
  • FBHS
  • OPCH
  • ROST
  • ACHC
  • LPLA
  • TJX
Teca Partners, LP's Q2 2025 Portfolio
Portfolio Value 109 Million
Stocks 11