Latest 13F Filings: The Latest Updates from Institutional Investors

Filing on Aug 13, 2025 Q2 2025

Wealth Trust Axiom LLC

  • AAPL
  • KMI
  • MSFT
  • IBM
  • LYTS
  • EPM
  • LLY
Wealth Trust Axiom LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 262
Filing on Aug 13, 2025 Q2 2025

Patient Capital Management, LLC

  • AMZN
  • C
  • GOOGL
  • RPRX
  • META
  • NVDA
  • NCLH
Patient Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 40
Filing on Aug 13, 2025 Q2 2025

Measured Wealth Private Client Group, LLC

  • SPYV
  • RSP
  • VYM
  • GLD
  • UPS
  • SPY
  • XLV
Measured Wealth Private Client Group, LLC's Q2 2025 Portfolio
Portfolio Value 330 Million
Stocks 179
Filing on Aug 13, 2025 Q2 2025

My Purposeful Wealth Corp.

  • VUG
  • IVV
  • ITOT
  • BND
  • IUSG
  • IWF
  • VOE
My Purposeful Wealth Corp.'s Q2 2025 Portfolio
Portfolio Value 279 Billion
Stocks 99
Filing on Aug 13, 2025 Q2 2025

Johnson Financial Group, Inc.

  • IVV
  • IWF
  • IEFA
  • XLG
  • IEI
  • JOUT
  • MSFT
Johnson Financial Group, Inc.'s Q2 2025 Portfolio
Portfolio Value 2.2 Billion
Stocks 1031
Filing on Aug 13, 2025 Q2 2025

State Board Of Administration Of Florida Retirement System

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
State Board Of Administration Of Florida Retirement System's Q2 2025 Portfolio
Portfolio Value 54.8 Billion
Stocks 2148
Filing on Aug 13, 2025 Q2 2025

Crake Asset Management LLP

  • FCX
  • AMZN
  • TMUS
  • NVDA
  • GOOG
  • MSFT
  • AAPL
Crake Asset Management LLP's Q2 2025 Portfolio
Portfolio Value 1.9 Billion
Stocks 18
Filing on Aug 13, 2025 Q2 2025

Quadrature Capital LTD

  • NVDA
  • AAPL
  • UNH
  • MSFT
  • NFLX
  • SOFI
  • CM
Quadrature Capital LTD's Q2 2025 Portfolio
Portfolio Value 5.81 Trillion
Stocks 1000
Filing on Aug 13, 2025 Q2 2025

Pacifica Capital Investments, LLC

  • FIVE
  • BRK-B
  • BBW
  • SBUX
  • ASO
  • RTO
  • NKE
Pacifica Capital Investments, LLC's Q2 2025 Portfolio
Portfolio Value 340 Million
Stocks 16
Filing on Aug 13, 2025 Q2 2025

Orchard Capital Managment, LLC

  • SPY
  • TBBK
  • FIP
  • HBM
  • GLRE
  • GTX
  • AX
Orchard Capital Managment, LLC's Q2 2025 Portfolio
Portfolio Value 87.3 Million
Stocks 39
Filing on Aug 13, 2025 Q2 2025

Virtue Capital Management, LLC

  • SPY
  • FLTR
  • QQQ
  • FTSL
  • IEF
  • JAAA
  • RSP
Virtue Capital Management, LLC's Q2 2025 Portfolio
Portfolio Value 522 Million
Stocks 261
Filing on Aug 13, 2025 Q2 2025

Bell Asset Management LTD

  • NVDA
  • MSFT
  • GOOGL
  • AMZN
  • AAPL
  • META
  • AON
Bell Asset Management LTD's Q2 2025 Portfolio
Portfolio Value 439 Million
Stocks 62
Filing on Aug 13, 2025 Q2 2025

Tree Line Advisors (Hong Kong) Ltd.

  • SE
  • CPNG
  • ATAT
Tree Line Advisors (Hong Kong) Ltd.'s Q2 2025 Portfolio
Portfolio Value 296 Million
Stocks 4
Filing on Aug 13, 2025 Q2 2025

Ia Venture Strategies Fund Ii, LP

  • OB
Ia Venture Strategies Fund Ii, LP's Q2 2025 Portfolio
Portfolio Value 1.85 Billion
Stocks 2
Filing on Aug 13, 2025 Q2 2025

Aristides Capital LLC

  • SPY
  • GBTC
  • GOOGL
  • MSFT
  • IWM
  • ITRN
  • QQQ
Aristides Capital LLC's Q2 2025 Portfolio
Portfolio Value 257 Million
Stocks 220
Filing on Aug 13, 2025 Q2 2025

B&I Capital Ag

  • AMT
  • PLD
  • WELL
  • EQIX
  • DLR
  • CUBE
  • PSA
B&I Capital Ag's Q2 2025 Portfolio
Portfolio Value 290 Million
Stocks 31
Filing on Aug 13, 2025 Q2 2025

Northwestern Mutual Wealth Management CO

  • IVV
  • BND
  • IJH
  • SCHF
  • IJR
  • RSP
  • FBND
Northwestern Mutual Wealth Management CO's Q2 2025 Portfolio
Portfolio Value 136 Billion
Stocks 3653
Filing on Aug 13, 2025 Q2 2025

Hsbc Holdings PLC

  • NVDA
  • MSFT
  • AAPL
  • AMZN
  • META
  • AVGO
  • GOOGL
Hsbc Holdings PLC's Q2 2025 Portfolio
Portfolio Value 161 Billion
Stocks 9561